Willis Towers Watson
401 hedge funds and large institutions have $14.2B invested in Willis Towers Watson in 2016 Q1 according to their latest regulatory filings, with 210 funds opening new positions, 136 increasing their positions, 50 reducing their positions, and 35 closing their positions.
500% more first-time investments, than exits
New positions opened: 210 | Existing positions closed: 35
172% more repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 50
160% more call options, than puts
Call options by funds: $12.2M | Put options by funds: $4.71M
130% more funds holding in top 10
Funds holding in top 10: 10 → 23 (+13)
77% more funds holding
Funds holding: 226 → 401 (+175)
66% more capital invested
Capital invested by funds: $8.59B → $14.2B (+$5.63B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$805M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$690M |
| 3 |
State Street
Boston,
Massachusetts
|
+$498M |
| 4 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
+$245M |
| 5 |
MAI
Marble Arch Investments
New York
|
+$223M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AGA
Altrinsic Global Advisors
Stamford,
Connecticut
|
-$249M |
| 2 |
Pzena Investment Management
New York
|
-$94.7M |
| 3 |
Harris Associates
Chicago,
Illinois
|
-$92.4M |
| 4 |
AGM
Alpine Global Management
New York
|
-$65.9M |
| 5 |
Two Sigma Investments
New York
|
-$37.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GVT
426
Genesee Valley Trust
Pittsford,
New York
| – | -$214K | -1,659 | Closed |
|
|
FMW
427
Farr Miller & Washington
Washington,
District of Columbia
| – | -$206K | -1,601 | Closed |
|
|
FCI
428
Financial Counselors Inc
Overland Park,
Kansas
| – | -$204K | -1,582 | Closed |
|
|
CG
429
Colony Group
Boston,
Massachusetts
| – | -$177K | -1,376 | Closed |
|
430
Bessemer Group
Woodbridge,
New Jersey
| – | -$89K | -690 | Closed |
|
|
TRCT
431
Tower Research Capital (TRC)
New York
| – | -$72K | -563 | Closed |
|
|
FMII
432
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| – | -$21K | -164 | Closed |
|
|
WCBA
433
Weaver C. Barksdale & Associates
Nashville,
Tennessee
| – | -$15K | -43 | Closed |
|
|
KA
434
Klingman & Associates
New York
| – | -$5K | -38 | Closed |
|
|
DADC
435
D.A. Davidson & Co
Great Falls,
Montana
| – | -$115 | -1 | -14% |
|
WTW Hedge Fund Activity: Q1 2016 in Review
401 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q1 2016, worth a combined $14.2B — up 66% from $8.59B a quarter earlier.
Buyers outnumbered sellers: 210 funds opened new WTW positions and 35 closed out — a net gain of 175 holders — while 136 added to existing stakes and 50 trimmed.
The largest buyer was Vanguard Group, adding an estimated $805M. The largest seller was Altrinsic Global Advisors, exiting entirely with an estimated $249M sold.
- 401 institutional investors held Willis Towers Watson (WTW) as of Q1 2016, up from 226 in Q4 2015.
- Funds reported $14.2B of Willis Towers Watson stock for Q1 2016, up 66% quarter-over-quarter.
- 210 funds opened new Willis Towers Watson positions in Q1 2016 and 35 closed out, a net change of +175 holders.
- The largest Willis Towers Watson buyer in Q1 2016 was Vanguard Group, an estimated $805M added.
- The largest Willis Towers Watson seller in Q1 2016 was Altrinsic Global Advisors, an estimated $249M sold.
Based on aggregated 13F filings for Q1 2016.